We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
526
Boston Partners
Massachusetts
$12.5M -$864K -4,313 -6%
FPWM
527
Five Pine Wealth Management
Idaho
$12.4M -$119K -595 -0.9%
MFP
528
Meramec Financial Planners
Missouri
$12.4M -$29K -145 -0.2%
WPC
529
Wedmont Private Capital
Pennsylvania
$12.3M +$5.67M +28,297 +86%
CTC
530
Central Trust Company
Missouri
$12.3M +$198K +989 +2%
SIAM
531
Sterling Investment Advisors (Missouri)
Missouri
$12.3M +$218K +1,089 +2%
OCM
532
One Capital Management
California
$12.2M +$1.63M +8,165 +15%
SC
533
SouthState Corp
Florida
$12.2M -$779K -3,889 -6%
CWM
534
Cornerstone Wealth Management
Missouri
$12.1M +$411K +2,055 +3%
AA
535
Aire Advisors
California
$12.1M -$252K -1,260 -2%
UF
536
Univest Financial
Pennsylvania
$12.1M +$1.49M +7,451 +14%
CAP
537
Cordoba Advisory Partners
New York
$12M +$92.1K +460 +0.8%
EI
538
Ellevest Inc
New York
$12M +$191K +955 +2%
SWA
539
Safir Wealth Advisors
New Hampshire
$12M -$33.8K -169 -0.3%
GSC
540
G&S Capital
Colorado
$12M +$145K +725 +1%
VWA
541
VSM Wealth Advisory
Maryland
$11.9M +$1.14M +5,675 +10%
Citadel Advisors
542
Citadel Advisors
Florida
$11.9M +$12.1M +60,566 New
REMPR
543
Roof Eidam Maycock Peralta (REMP)
California
$11.8M -$105K -525 -0.9%
KPWG
544
KFA Private Wealth Group
Virginia
$11.8M +$65.5K +327 +0.5%
TW
545
Traveka Wealth
California
$11.8M -$398K -1,989 -3%
LWM
546
LightSquare Wealth Management
Michigan
$11.8M +$12M +60,102 New
AIS
547
American Investment Services
Massachusetts
$11.8M +$90.1K +450 +0.8%
HC
548
Hurley Capital
New York
$11.8M -$25K -125 -0.2%
KFGK
549
Keystone Financial Group (Kentucky)
Kentucky
$11.7M -$190K -949 -2%
HWM
550
Hohimer Wealth Management
Washington
$11.7M +$1.34M +6,673 +13%